See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $7,966 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,331 | $37,196-69.5% | $154,107-92.6% | $55,725-79.7% |
| Participation rate | 96.5% | 64.1%+32.4pp | 83.0%+13.5pp | 70.9%+25.7pp |
| Annual return | 6.77% | 1319.68%-1312.9pp | 735.12%-728.3pp | 244.93%-238.2pp |
| Employer contribution / active EE | $776 | $1,614-51.9% | $5,298-85.4% | $2,078-62.7% |
| Participant deferral / active EE | $720 | $2,068-65.2% | $5,081-85.8% | $3,356-78.5% |
| Admin fee / account holder | $7 | $102-93.0% | $13,411-99.9% | $115-93.8% |